TPWA
TRUE Private Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
8,412
+1,451
| +21% | +$115K | 0.08% | 126 |
|
|
2025
Q1 | $549K | Sell |
6,961
-2,953
| -30% | -$233K | 0.07% | 126 |
|
|
2024
Q4 | $773K | Buy |
+9,914
| New | +$773K | 0.09% | 108 |
|
|
2021
Q1 | – | Sell |
-222
| Closed | -$18K | – | 678 |
|
|
2020
Q4 | $18K | Sell |
222
-247
| -53% | -$20K | ﹤0.01% | 461 |
|
|
2020
Q3 | $38K | Hold |
469
| – | – | 0.01% | 358 |
|
|
2020
Q2 | $38K | Hold |
469
| – | – | 0.01% | 348 |
|
|
2020
Q1 | $37K | Sell |
469
-1,570
| -77% | -$124K | 0.01% | 315 |
|
|
2019
Q4 | $165K | Sell |
2,039
-504
| -20% | -$40.8K | 0.03% | 240 |
|
|
2019
Q3 | $206K | Sell |
2,543
-766
| -23% | -$62.1K | 0.04% | 194 |
|
|
2019
Q2 | $267K | Sell |
3,309
-29,115
| -90% | -$2.35M | 0.05% | 168 |
|
|
2019
Q1 | $2.59M | Buy |
32,424
+1,220
| +4% | +$97.3K | 0.49% | 33 |
|
|
2018
Q4 | $2.43M | Buy |
31,204
+28,934
| +1,275% | +$2.26M | 0.43% | 44 |
|
|
2018
Q3 | $177K | Buy |
+2,270
| New | +$177K | 0.03% | 278 |
|